Newly Retired or nearing retirement.

You’ve worked hard. You’ve saved up. And if you’re considering wrapping up your career within the next five years, now is the time to talk to a financial advisor to ensure you can seamlessly take that next step — and give you an understanding of what your future may hold. We’ll discuss your goals and objectives, then build a flexible financial plan with investments to support that plan.

Individuals and Families Who Are Serious savers and investors.

If you’ve been diligent about putting away for your future, but have been going at it on your own and feel you need a better strategy, reach out. We can help ensure your portfolio is balanced to manage both risk and reward, and set you up to achieve your financial goals. At Verus, we have worked with generations of family members to help them meet their goals and objectives — and we take great pride in those long-term relationships.

Good People Seeking a trusted advisor.

As a general rule, we believe our services are best suited for individuals and families with minimum investable assets of $500,000, which we will manage and support with financial and tax planning. Below that threshold, we recommend other fee-only financial advisors such as those listed on the National Association of Personal Financial Advisors (NAPFA) website or the Garrett Planning Network.